Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,760 | $82,674+223.9% | $125,363+113.6% | $68,495+290.9% |
| Participation rate | 77.9% | 75.0%+2.9pp | 82.4%-4.4pp | 67.9%+10.0pp |
| Annual return | -20.01% | -5.97%-14.0pp | 572.15%-592.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,432 | $3,382+1.5% | $4,815-28.7% | $2,596+32.2% |
| Participant deferral / active EE | $14,596 | $6,111+138.8% | $7,447+96.0% | $4,028+262.4% |
| Admin fee / account holder | $26,727 | $6,276+325.8% | $10,005+167.1% | $5,403+394.6% |